Microsoft Dynamics 365 Copilot

More time for what matters - D365 Copilot takes care of the rest

Microsoft’s Copilots are helpful assistants that support you with many tasks in your company. These are not just additional Microsoft tools but real game-changers that, for example, break down data silos and quickly turn knowledge into action. Technically speaking, these are AI solutions that work with chat interfaces and large language models and are operated in natural language. Microsoft offers copilots for numerous applications from the Microsoft 365 and Dynamics 365 areas, which can be customized and enhanced according to your requirements.

Seamless integration in all areas

Whether it’s Dynamics 365 Sales, Customer Insights, Service, Finance, or Supply Chain Management – Copilot is seamlessly integrated into all Microsoft 365 business applications and Teams. This allows you to automate revenue and sales forecasts, orchestrate sales channels, or manage the sales force.

Centralized data management

Microsoft Dynamics 365 Copilot provides a central platform for managing your company’s data.  It ensures that up-to-date and consistent information is always available.

Fast analyses and forecasts

D365 Copilot can even include external factors such as weather or financial data that may impact supply chains in its ERP area analyses. On this basis, forecasts can be made, and automatic alerts can be sent.

Workshop

Opportunities for using Copilots in your company

We support you in the strategic introduction of AI for your company’s Microsoft Dynamics 365 applications. With targeted suggestions for application integrations, we help you create an intelligent working environment that sustainably increases your productivity.

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Harald Nagel / Prinicipal Consultant, Arineo GmbH

“With the Microsoft Copilots in Dynamics 365, managing ERP systems becomes much easier and more productive – the Copilots are true game changers.”

Advantages of Microsoft Copilot and Copilot Studio

Improve data quality

In the financial sector, Copilot for Finance helps you check data records for anomalies, ensuring the accuracy of your financial data. Additionally, it can assist in speeding up your debt collection processes.

Automate complex processes

With the help of Copilots, complex process flows can be automated across departmental boundaries. This simplifies and optimizes cross-departmental collaboration. Once the processes have been defined, employees no longer need to intervene, and the risk of human error decreases.

Improve customer service

The Copilot automates time-consuming tasks, allowing customer inquiries to be answered more quickly. As a discussion partner, Copilot helps employees find the right answers to customer questions. The Copilot even handles the drafting of the follow-up e-mail.

Tuning Copilots with Copilot Studio

Copilot Studio offers tools to create your own AI assistants for employees or customers. This allows you to design custom workflows that further enhance Copilot’s capabilities, for example, by referencing your own websites or document archives.

FAQ

The most important facts about Microsoft Dynamics 365 Copilots

Microsoft Dynamics 365 Copilots are AI-powered assistants integrated into the Dynamics 365 platform to support users with various tasks. These copilots use artificial intelligence and machine learning to analyze data, make recommendations, and optimize workflows. They simplify the central management of customer and transaction data by accessing information stored in the CRM system and other Microsoft applications. The aim is to increase productivity and speed up the flow of information by providing consistent and up-to-date data in all supported applications.

Yes. Copilot Studio is a comprehensive toolset within the Microsoft Power Platform. It enables the creation and management of applications, workflows, and data records using AI-powered assistants. It is deeply integrated into the Microsoft ecosystem, such as Power Apps, Power Automate, and other Dynamics 365 applications.
The goal is to enable employees without extensive programming knowledge to create and manage custom business applications. The focus is on automating business processes and leveraging AI to improve operational efficiency.

Yes, GitHub Copilot is an AI-based code assistant that provides developers with code completion suggestions. It can generate lines of code, functions, and entire blocks based on user input. It is integrated into development environments such as Visual Studio Code and supports many programming languages. The goal is to increase developer productivity by automating repetitive tasks and providing intelligent code suggestions.

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We love, teach, like IT

AI is in our DNA.

Our core is the development of artificial intelligence. To this end, our experts repeatedly collaborate with university researchers. The German Federal Ministry of Education and Research (BMBF) is funding two of our current research projects on improving work processes through AI.

We are ready for the market

Our AI experts and Dynamics 365 specialists have jointly developed a cross-application AI for Microsoft Dynamics: Arineo.Dynamic GPT. Users can ask the AI questions via a simple interface. The AI answers in complete sentences based on the permissions associated with the questioner’s role and even makes actionable suggestions.

We focus on long-term relationships.

with our colleagues as well as with our business partners and customers. Thanks to our strong staff retention, we ensure that you benefit from long-term support from the same contact persons. This has a positive effect on the quality of our services and on our whole business relationship.

Increase your business success with the Copilots - request a workshop now!

Depending on the focus, we will work with you to develop individual opportunities for using Microsoft Copilots in your company.

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Michael Zielinski
Michael Zielinski
Senior Manager Data Intelligence